Carolina Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-5
Closed -$470 253
2025
Q2
$470 Buy
+5
New +$430 ﹤0.01% 252

Other funds holding FBTC

Carolina Wealth Advisors's FBTC Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2025, closing a stake of 5 shares — an estimated $470 sold.

Carolina Wealth Advisors first reported a position in FBTC in Q2 2025 and held it in 1 quarter. The position peaked at $470 in Q2 2025. 683 funds tracked by Wall St. Rank hold FBTC as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 5 Fidelity Wise Origin Bitcoin Fund shares in Q3 2025, an estimated $470.
  • Carolina Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and held it in 1 quarter.
  • Carolina Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $470 in Q2 2025.
  • 683 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.